Blogs – Rosenberg Research https://www.rosenbergresearch.com Fri, 10 Jul 2026 09:28:55 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.5 https://www.rosenbergresearch.com/wp-content/uploads/2025/03/cropped-Site-Icon2-32x32.webp Blogs – Rosenberg Research https://www.rosenbergresearch.com 32 32 Disinflation Explained: Why 2026 Will Surprise the Inflation Hawks https://www.rosenbergresearch.com/2026/06/26/disinflation-explained-why-2026-will-surprise-the-inflation-hawks/ Fri, 26 Jun 2026 11:16:00 +0000 https://www.rosenbergresearch.com/?p=10599 The financial press has spent four years obsessed with rising prices. As the Fed turns hawkish and the consensus is bracing for more of the same, the word for 2026 isn’t inflation; it’s disinflation, and most retail investors don’t quite… Read the rest

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]]> The Geopolitical Tax | Why Oil Shocks are Closer to Deflationary Signals Than You Think https://www.rosenbergresearch.com/2026/05/14/the-geopolitical-tax-why-oil-shocks-are-closer-to-deflationary-signals-than-you-think/ Thu, 14 May 2026 10:27:00 +0000 https://www.rosenbergresearch.com/?p=10555 Monitoring the intersection of global conflict and commodity markets is necessary for any proactive investor. When tensions flare near critical maritime chokepoints, the immediate market reaction is entirely predictable: oil prices spike, headlines scream about a 1970s-style stagflation revival, and… Read the rest

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]]> Inflation and Investing | Protecting Your Portfolio from the Erosion of Purchasing Power https://www.rosenbergresearch.com/2026/04/10/inflation-and-investing-protecting-your-portfolio-from-the-erosion-of-purchasing-power/ Fri, 10 Apr 2026 11:04:00 +0000 https://www.rosenbergresearch.com/?p=10336 Your investment balances might look impressive on screen; however, the nominal climb in asset prices often masks a more sobering economic reality that many mainstream analysts are quick to overlook. Achieving true financial security requires a deeper dive into the… Read the rest

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]]> Why Markets Misread Inflation and What Investors Often Miss https://www.rosenbergresearch.com/2026/04/06/why-markets-misread-inflation-and-what-investors-often-miss/ Mon, 06 Apr 2026 11:47:58 +0000 https://www.rosenbergresearch.com/?p=10290 Inflation is rarely a straight line, yet market participants consistently treat it as one, leading to the same analytical pitfalls every single cycle. At Rosenberg Research, we’ve observed that investors often fall into the trap of recency bias, assuming that… Read the rest

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]]> Dave Talks with Richard Bernstein: Navigating the Noise and the Case for Boring Investments https://www.rosenbergresearch.com/2026/03/26/dave-talks-with-richard-bernstein-navigating-the-noise-and-the-case-for-boring-investments/ Thu, 26 Mar 2026 11:24:57 +0000 https://www.rosenbergresearch.com/?p=10287 The modern investment landscape is often drowned out by what David Rosenberg and Wall Street legend Richard Bernstein call media and hype. In a recent exclusive webcast, these two veteran strategists reunited to discuss why most successful portfolios today aren’t… Read the rest

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]]> Why Central Bank Gold Buying Strategy is Rewiring the Macro Playbook https://www.rosenbergresearch.com/2026/03/04/why-central-bank-gold-buying-strategy-is-rewiring-the-macro-playbook/ Wed, 04 Mar 2026 11:53:00 +0000 https://www.rosenbergresearch.com/?p=10242 The global monetary environment is undergoing a profound transformation, led by the world’s most powerful financial institutions. For anyone tracking gold macro research, the signal is clear: the era of holding paper reserves is being replaced by a strategic return… Read the rest

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]]> Dave Talks with Henrietta Treyz on U.S. Economic Policy Outlook https://www.rosenbergresearch.com/2026/02/24/dave-talks-with-henrietta-treyz-on-u-s-economic-policy-outlook/ Tue, 24 Feb 2026 11:37:00 +0000 https://www.rosenbergresearch.com/?p=10240 In our latest Webcast with Dave, Henrietta Treyz, Director of Economic Policy at Veda Partners, joined David Rosenberg to provide a provocative look at the rapidly evolving landscape in Washington and the global U.S. macroeconomic outlook. With a career spent… Read the rest

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]]> Navigating the Multipolar Shift: Marko Papic on Geopolitics and Long-Term Market Trends https://www.rosenbergresearch.com/2026/02/11/navigating-the-multipolar-shift-marko-papic-on-geopolitics-and-long-term-market-trends/ Wed, 11 Feb 2026 11:04:00 +0000 https://www.rosenbergresearch.com/?p=10238 In an era defined by rapid policy shifts and international friction, understanding the intersection of geopolitics and financial markets has never been more critical for the modern investor. Traditional economic models often struggle to account for the unpredictable human behaviour… Read the rest

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]]> Happy Holidays from Rosenberg Research: A Year of Clarity and Conviction https://www.rosenbergresearch.com/2025/12/15/happy-holidays-from-rosenberg-research-a-year-of-clarity-and-conviction/ Mon, 15 Dec 2025 23:35:00 +0000 https://www.rosenbergresearch.com/?p=9926 As the year draws to a close and the holiday season arrives, the entire team at Rosenberg Research takes a moment to pause and reflect. This time of year isn’t just about celebration; it’s a time to look back on… Read the rest

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]]> Is Your Portfolio Ready? Decoding Gold’s Investment Outlook https://www.rosenbergresearch.com/2025/12/02/is-your-portfolio-ready-decoding-golds-investment-outlook/ Tue, 02 Dec 2025 23:20:00 +0000 https://www.rosenbergresearch.com/?p=9849 If you’re watching gold hit new highs and wondering what you’re missing, you’re not alone. This isn’t just a short-term trade; we’re in the midst of a generational, structural gold bull market that began in 1999 and is far from… Read the rest

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